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Excluding Customer or Contact from ID165

ID165 reminds your supply person at add a contact to the sales order, to exclude a customer or contact from this list:

Update the custom properties tab in the customer record - 'ZCJExcludeSOReview' to YES,    OR

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Update the category in the contact record within the Categories Tab to    'ZExcludeSORvw'

Screen_Shot_2012-08-27_at_12.33.55_PM.png

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